AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$972K
3
+$766K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$635K
5
ADBE icon
Adobe
ADBE
+$342K

Top Sells

1
+$557K
2
+$369K
3
+$311K
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$247K
5
FOXA icon
Fox Class A
FOXA
+$240K

Sector Composition

1 Financials 13.45%
2 Technology 12.08%
3 Healthcare 11.9%
4 Industrials 8.73%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.71K ﹤0.01%
100
752
$2.6K ﹤0.01%
75
753
$2.52K ﹤0.01%
20
754
$2.51K ﹤0.01%
+50
755
$2.49K ﹤0.01%
+81
756
$2.38K ﹤0.01%
219
757
$2.38K ﹤0.01%
25
758
$2.37K ﹤0.01%
50
759
$2.36K ﹤0.01%
+252
760
$2.24K ﹤0.01%
52
761
$2.23K ﹤0.01%
+33
762
$2.22K ﹤0.01%
46
-66
763
$2.19K ﹤0.01%
216
764
$2.16K ﹤0.01%
106
765
$2.15K ﹤0.01%
35
766
$2.08K ﹤0.01%
+448
767
$2.08K ﹤0.01%
80
768
$2.05K ﹤0.01%
50
769
$2.04K ﹤0.01%
+54
770
$2K ﹤0.01%
500
771
$2K ﹤0.01%
12
-120
772
$1.93K ﹤0.01%
55
773
$1.93K ﹤0.01%
15
774
$1.92K ﹤0.01%
100
775
$1.87K ﹤0.01%
48
29 30
31
32 33